In the afternoon, Shanghai and Shenzhen markets strengthened and closed high, and the turnover returned to above trillion yuan.
Driven by the rise of the overnight peripheral market, the three major A-share indexes opened slightly higher on December 28. In the morning, the two markets fluctuated narrowly, the Shanghai index performed weaker, and the Shenzhen Composite Index performed relatively stronger. In the afternoon, the sudden rise of the cro sector led to the rapid rise of the Shanghai index, the rise of the two cities expanded rapidly, and the gem index rose more than 1%.
By the closing on December 28, the Shanghai Composite Index rose 0.39% to 3630.11; The Kechuang 50 index rose 1.03% to 1369.62; The Shenzhen Composite Index rose 0.83% to 14837.87 points; The gem index rose 1.06% to 3328.56.
Statistics show that 2812 in the two cities rose, 1706 fell and 137 flat.
On December 28, the total turnover of Shanghai and Shenzhen stock markets was 1002.7 billion yuan, an increase of 27.9 billion yuan compared with 974.8 billion yuan on the previous trading day. Among them, the turnover in Shanghai was 408.8 billion yuan, an increase of 1.3 billion yuan over 407.5 billion yuan on the previous trading day, and the turnover in Shenzhen was 593.9 billion yuan.
A total of 86 stocks in Shanghai and Shenzhen rose by more than 9%, and 25 stocks fell by more than 9%.
The total net inflow of northbound funds was 1.292 billion yuan on December 28. Among them, the net inflow of Shanghai Stock connect was 999 million yuan and that of Shenzhen Stock connect was 293 million yuan.
nonferrous metals rose higher
In terms of sectors, driven by lithium, the non-ferrous metal sector rose by more than 5%, including Tibet Summit Resources Co.Ltd(600338) (600338) limit, Henan Yuguang Gold & Lead Co.Ltd(600531) (600531), Tibet Mineral Development Co.Ltd(000762) (000762), Tianqi Lithium Corporation(002466) (002466), Sinomine Resource Group Co.Ltd(002738) (002738).
The performance of household appliances sector was eye-catching, Guangdong Xinbao Electrical Appliances Holdings Co.Ltd(002705) (002705), Xiamen Comfort Science & Technology Group Co.Ltd(002614) (002614) and other daily limits, Jinhua Chunguang Technology Co.Ltd(603657) (603657), Changshu Tianyin Electromechanical Co.Ltd(300342) (300342), Ningbo Deye Technology Co.Ltd(605117) (605117), Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (002050) and other sectors rose by more than 4%.
Coal stocks led the decline, Shanxi Meijin Energy Co.Ltd(000723) (000723), Yankuang energy (600188), Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) (601001), Shanxi Coking Coal Energy Group Co.Ltd(000983) (000983), Pingdingshan Tianan Coal Mining Co.Ltd(601666) (601666), etc. fell by more than 3%.
The utilities sector led by electricity fell ahead, Jiangxi Jovo Energy Co.Ltd(605090) (605090) fell by the limit, Hangzhou Zhongtai Cryogenic Technology Corporation(300435) (300435), Fujian Funeng Co.Ltd(600483) (600483), Yunnan Wenshan Electric Power Co.Ltd(600995) (600995), Beijing Jingneng Power Co.Ltd(600578) (600578) fell by more than 6%.
the market is still in the range of “top and bottom”
Guotai Junan Securities Co.Ltd(601211) believes that the re inflow of funds from the North has helped the trading volume of the two cities return to the top of trillion again, but it is still relatively low compared with the previous trading volume. Near the holiday, it is normal for the market to have a weak willingness to trade. Moreover, the current market is still in the range of “top and bottom”. Therefore, in terms of operation, it is recommended to bargain hunting layout. We can continue to pay attention to the large financial and large consumer sectors with relatively good performance expectations and relatively solid fundamentals, such as securities companies and household appliances. In addition, the infrastructure of economic underpinning, such as airports and roads, can also be paid due attention.
Bohai Securities believes that after the Spring Festival over the years, the market style will generally be dominated by small and medium-sized stocks; In the years with small and medium-sized stocks as the main line before the Spring Festival, the style of small and medium-sized stocks will continue after the Spring Festival. Considering that the current market style is dominated by small and medium-sized stocks, and from the performance side, the performance of small and medium-sized stocks represented by China Securities 500 in the third quarter is superior to that of Shanghai and Shenzhen 300. At the same time, on the valuation side, the current valuation level of China Securities 500 is below the average level since 2015, the valuation is not expensive and the performance is acceptable, so the market of small and medium-sized stocks is expected to continue.
YueKai Securities believes that boosting consumption in 2022 is expected to become an important starting point, and it is expected to obtain more industrial policy support in terms of consumption upgrading and market sinking. According to the historical situation, in 2022, the profitability of the consumer sector is likely to be significantly improved, and the performance elasticity is high under the low base effect. At the same time, the valuation side is also significantly repaired under the boost of policies and prosperity. The consumer sector has ushered in a double-click market driven by valuation performance, and the required consumption has performed before the optional consumption, Optional consumption elasticity is greater. For the growth track, the short-term sector is expected to fluctuate more under the influence of multiple factors. In the long run, the development of the industry is mainly supported by the top-level planning. The realization process of carbon neutralization has a long way to go. The logic of the long-term development of the industry remains unchanged. As an important starting point for steady growth next year, the prosperity sustainability is expected to be maintained. Pe-g is selected
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（澎湃新闻）
